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S&P/Case-Shiller released the monthly Home Price Indices for February ("February" is a 3-month average of December, January and February closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index’s Upward Trend Persists in February 2024 The S&P CoreLogic Case-Shiller U.S.
Strategy Widen your investing lens. (awealthofcommonsense.com) The best investors are running their own race. (klementoninvesting.substack.com) Walmart Walmart ($WMT) is launching a new in-house brand, 'bettergoods.' (axios.com) Walmart ($WMT) is getting out of the health clinic business. (retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs.
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.4% year-over-year in February; FHFA: House Prices Increased in February, up 7.0% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for February ("February" is a 3-month average of December, January and February closing prices).
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for April. This report is for private payrolls only (no government). The consensus is for 180,000 payroll jobs added in April, down from 184,000 added in March. • At 10:00 AM, ISM Manufacturing Index for April.
Factor investing Portfolio construction matters when it comes to factor investing. (insights.finominal.com) Does machine learning improve on factor investing? (alphaarchitect.com) Research Managed futures returns are lumpy. (rcmalternatives.com) What valuations miss. (morganstanley.com) How much do valuations matter for multi-asset investing? (entrylevel.topdowncharts.com) How social media has helped analysts improve their earnings estimates.
Factor investing Portfolio construction matters when it comes to factor investing. (insights.finominal.com) Does machine learning improve on factor investing? (alphaarchitect.com) Research Managed futures returns are lumpy. (rcmalternatives.com) What valuations miss. (morganstanley.com) How much do valuations matter for multi-asset investing? (entrylevel.topdowncharts.com) How social media has helped analysts improve their earnings estimates.
Welcome everyone! Welcome to the 383rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Troy Sharpe. Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person semina
Dusty Sternadel pleaded guilty to wire fraud in January in connection with a scheme that stole from at least 10 clients, most of whom were elderly, according to the DOJ.
The Census Bureau released the Residential Vacancies and Homeownership report for Q1 2024 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) fell to 37.9 in April from 41.4 in March. This is the fifth straight monthly decline and the lowest level for the index since November 2022. The latest reading is worse than the 44.9 forecast and keeps the index in contraction territory for a fifth consecutive month.
It feels like we’re in a weird place from the perspective of the economy and financial assets. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. Government debt seems too high. I understand why people are worried. These things are cyclical and the lines can’t go up and to the right forever. Bear markets, financial crises, recessions, etc. are features we cannot do away wi.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment. These are among the investment must reads we found this week for wealth advisors.
The Federal Housing Finance Agency (FHFA) house price index (HPI) rebounded to 423.0 in February, a new all-time high. U.S. house prices increased by 1.2% from the previous month and are up 7.0% from one year ago. After adjusting for inflation, the real index was up 0.8% month-over-month and up 5.1% year-over-year.
The Conference Board's Consumer Confidence Index® fell to its lowest level since July 2022. The index retreated to 97.0 this month from March's downwardly revised 103.1. This month's reading was lower than expected, falling short of the 104.0 forecast.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
By Bryce Sanders Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial and insurance professional, keeping you top of mind when people in the community want an insurance agent or financial advisor. You may face two challenges though: Compliance.
Ketan Parekh Scam: One of the biggest stock market frauds that became an eye-opening event for not only the equity investors but also for the Securities Exchange Board of India and other regulatory authorities was Ketan Parekh Scam. The Market Rip-off was done in such a way that he was able to make multiple times the annual return on the stocks he manipulated.
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.
Until recently, any suggestion of fiscal prudence was quickly dismissed as “austerity” by economists on the left. But with higher interest rates fast becoming the new normal, the idea that any economic problem can be solved with more government borrowing has become untenable.
Corey Hoffstein from Newfound and ReturnStacked ETFs had a Twitter thread that recapped a webinar they put on about how to use their funds but it seemed to have an edge to it like it was defensively justifying the idea. Take that Tweet combined with the two older funds ReturnStacked Stocks & Trend (RSST) and Return Stacked Bonds & Trend (RSBT) which appear to be lagging as per the following.
Valid until the market close on May 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Today’s Animal Spirits is brought to you by YCharts: See here for the YCharts report builder and proposal capabilities to save time and add value to client relationships! On today’s show, we discuss: 30 years of financial market returns Cathie Wood’s popular ARK funds are sinking fast Young Americans are getting left behind by rising home prices, higher stocks Vanguard: How America Saves Five thing.
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in … Continued The post Market Update Q1 2024 appeared first on Financial Symmetry, Inc.
Over the last decade, the general trend has been consistent: The rate of homeownership has struggled. The Census Bureau released its latest quarterly report for Q1 2024 showing the latest homeownership rate is at 65.6%, down 0.1 percentage points from Q4 2023 and the lowest rate in two years.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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